Set up your workspace for the first time
Complete the first administrator setup before your team starts work.
Before you begin
The first administrator completes the one-time tenant setup. Have your first location name and business details ready. Other team members can join after setup.
Complete setup
On first sign-in, choose an existing location or enter a location name and optional address, then select Create location and continue. This becomes your default location.
Enter your business name and any applicable contact, address, website, timezone, and receipt-footer details. Select Save and continue.
Review the starter categories. Add categories if needed and assign a size type to each category where appropriate. Select Continue.
Review the starter size types and sizes. Add custom size types or sizes if needed, then select Continue.
Review the suggested next actions and select Finish tenant setup. You can return to these settings later.
After setup, a first-login tour introduces the Dashboard, Products, Sales, Transfers, Online Store, Messages, Customers, Analytics, and Settings. Use Next, Back, Finish, or Skip. Some destinations appear only when your role or workspace configuration allows them.
If something does not work
A location name and business name are required. Keep at least one category and one size type to continue.
Correct an invalid business email or website if the form reports an error. A website without a scheme is treated as an HTTPS address.
Use Previous to revisit a step. If setup cannot load or save, retry after checking your connection; ask your workspace administrator for help if the problem persists.